Senior Captive Account Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Captive Account Manager based in Canada. Join a specialized insurance team dedicated to helping organizations manage risk through customized captive insurance solutions. As a Senior Captive Account Manager, you will oversee a portfolio of captive insurance clients, ensuring accurate financial reporting, regulatory compliance, and effective financial management. You will work closely with clients, actuaries, auditors, brokers, and other industry professionals to deliver reliable, high-quality service. This role combines technical accounting expertise, regulatory knowledge, and relationship management in a dynamic, deadline-driven environment. You will also contribute to captive feasibility studies and the development of new insurance structures. If you are an experienced captive insurance professional who values precision, collaboration, and client success, this opportunity offers the chance to make a meaningful impact. Accountabilities - Financial Reporting and Accounting: Prepare and oversee accurate monthly, quarterly, and annual financial reports for captive insurance companies, ensuring consistency, accuracy, and compliance with applicable accounting standards. - Regulatory Compliance: Complete and coordinate all required regulatory filings with relevant state authorities and captive insurance domiciles, maintaining up-to-date records and meeting statutory deadlines. - Premium Tax Management: Manage premium tax accounting, including calculations, filings, reconciliations, and ongoing compliance with applicable tax requirements. - Board Meeting Support: Prepare financial reports and supporting materials for Board of Directors meetings and participate in discussions to support informed decision-making.

- Stakeholder Coordination: Collaborate with actuaries, auditors, brokers, third-party administrators (TPAs), insurance carriers, and other professional partners to coordinate reporting, resolve issues, and maintain effective working relationships. - Financial Monitoring: Monitor capital and surplus levels, cash flow, investments, collateral, and other key financial indicators to support the financial stability of captive insurance entities. - Underwriting and Claims Review: Review accounting treatments, claims bordereaux, and underwriting performance to identify discrepancies, assess results, and support appropriate financial oversight. - Captive Formation and Feasibility: Contribute to feasibility studies and the establishment of new captive insurance structures, providing financial and operational insights as needed. - Governance and Documentation: Maintain statutory records, governance documentation, and supporting financial information to ensure accurate recordkeeping and audit readiness. - Client Portfolio Management: Deliver responsive, thoughtful, and consistent service across multiple client accounts, balancing competing priorities while maintaining accuracy and meeting deadlines. - Continuous Improvement: Identify opportunities to improve reporting processes, strengthen compliance practices, and enhance the overall quality and efficiency of client service. Requirements - Education: Bachelor's degree in Accounting, Finance, Risk Management, or a related discipline. - Professional Certifications: A CPA designation is preferred. Other relevant professional qualifications, including CA, ACI, CPCU, or ARM, are also accepted. - Relevant Experience: At least 5–7 years of experience in captive insurance, accounting, financial management, or a closely related field. - Premium Tax Expertise: Demonstrated experience managing premium tax calculations, reporting, filings, and compliance requirements.